Business Development, RIA Channel
Opto Investments
About this role
This role is a client-facing business development position responsible for identifying, targeting, and closing business with prospective customers and strategic partners in the wealth management market. The person will represent Opto externally, nurture and grow key client relationships, and act as a conduit between market needs and the product roadmap. They will shape go-to-market strategy, provide market insights, and partner with product and engineering to drive adoption of Opto’s private markets platform.
Skills
Qualifications
About Opto Investments
optoinvest.comOpto Investments is a private markets investment platform that provides an end-to-end solution for wealth managers to build, fundraise for, and manage private markets programs. The platform helps advisors craft investment plans, construct custom funds, and streamline fundraising, investor onboarding, capital calls, and ongoing reporting. Designed for wealth managers, RIAs, and family offices, Opto centralizes operations and investor communications to simplify running private markets strategies.
Recent company news
Built InOpto Investments Careers, Perks + Culture
1 month ago
Business WireOpto Investments Appoints Warren Seubel as VP of Sales and Revenue
1 month ago
Yahoo FinanceFidelis Capital Selects Opto Investments to Elevate its Private Markets Program for UHNW Families
Jan 13, 2026
InvestmentNewsFintech bytes: Pontera and Opto Investments expand RIA reach with new tech partnerships
Jul 11, 2025
Business WireQuotient Wealth Partners, TritonPoint Wealth Form Joint Partnership with Opto Investments to Institutionalize Private Markets Programs
Dec 3, 2025
About Opto Investments
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Opto Investments.
Salary
$150k – $190k
per year
More jobs at Opto Investments
Similar Jobs
Vice President/Principal, Private Markets Investment Specialist, Wealth Management Solutions (EMEA/APAC)
Ares Management
Director, Business Development (Belgium, Netherlands and NATO)
Anduril Industries
Private Wealth PWM – Market Leader, Vice President / Principal
Blue Owl Capital
Senior Manager, Product Marketing
Collective Health
Business Development Director, SEI Wealth Platform
SEI
Banking Advisor Private Wealth
Astron Energy South Africa (Pty) Ltd